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Advisor at VERITA STRATEGIC WEALTH PARTNERS, LLC
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VERITA STRATEGIC WEALTH PARTNERS, LLC | Independent wealth | Aug 6, 2025 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| IEQ CAPITAL, LLC | Independent wealth | Feb 28, 2025 | Jul 7, 2025 | no | SAN FRANCISCO, CA | Previous registration |
| EPIQ CAPITAL GROUP, LLC | Former SEC adviser | Feb 1, 2025 | Feb 28, 2025 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IEQ CAPITAL, LLC | VERITA STRATEGIC WEALTH PARTNERS, LLC | Jul 7, 2025 | Aug 6, 2025 | 30 | Firm change | RIA to RIA |
| EPIQ CAPITAL GROUP, LLC | IEQ CAPITAL, LLC | Feb 28, 2025 | Feb 28, 2025 | 0 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 301819:335215:CA:2025-07-07 | Jul 7, 2025 | Aug 6, 2025 | SAN FRANCISCO, CA | Firm change |
| 292526:301819:CA:2025-02-28 | Feb 28, 2025 | Feb 28, 2025 | SAN FRANCISCO, CA | Firm change |